When in the service request offering module how would I go about removing categories we wont be using?

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    When in the service request offering module how would I go about removing categories we wont be using?



     


    Resolution

    Probably the easiest way to remove unwanted categories would be as follows, because you have to remove linked items first.

    1.  Login as Admin role.

    2.  Open the Request Offering Workspace.

    3.  If wanting to get rid of a category for instance "Test" below, you first have to delete any RO's associated to that Category. 



    4.  In order to Delete an RO, it needs to be in Design status and not Published status.  If RO's exist for the Category and are Published you need to:

             a.  Edit the RO(s) and set them to Design status on their respective "Publish Action Access" tab. 

             b.  Save the modified RO and Exit back to the RO list.

             c.  That modified RO(s) should now have a Delete option on the far right like below:



    5.  Once all linked RO's have been removed from the Category, you can delete that Category as follows:

              a.  Click on New>> Request Offering.

              b.  On the "Define request offering" tab, click on Edit Categories.

              c.  Select the Category to be deleted on the left side and click the Delete button.

              d.  Save and Close.